About Us

The Higher Education Financial Wellness Alliance is a network of professionals dedicated to bringing together post-secondary organizations to inform national conversations that impact the financial wellness field, public policy and educational support services.

The Higher Education Financial Wellness Alliance is a network of professionals dedicated to bringing together post-secondary organizations to inform national conversations that impact the financial wellness field, public policy, and educational support services.

The Higher Education Financial Wellness Alliance will be the premier forum for conversations related to financial wellness in higher education. Through programming, policy, and research the alliance will scale impactful solutions and further the national discussion to assist campuses in developing financial wellness for students to support responsible college financing, remove barriers to degree completion, and provide lifelong skills for economic prosperity.

The 2020 HEFW Summit saw

569ATTENDEES

222INSTITUTIONS

1COMMON GOAL

Who We Are

The Alliance Directorate

The Alliance Directorate is responsible for the year-round programming put on by the organization. The Directorate is comprised of financial wellness practitioners from around the country who are passionate about spreading the knowledge they’ve learned from their time in the field. If you have any questions about the Alliance, please reach out to info@hefwa.org.

Phil Schuman, Executive Director

Bryan Ashton, Managing Director

Spencer Bowman, Director of Digital Media

Jimena Huaco, Co-Director of Alliance Programming

Morgan McMillan, Director of the Summit

Nate Peterson, Director of Marketing and Communications

Philippa Satterwhite, Director of Summit Programming

Karen Serna, Director of Research

Janessa Siegel, Director of Sponsorships

Claudia Villicaña, Co-Director of Alliance Programming

Brad YeckleyDirector of Volunteers